If so, then you are likely about to spend hundreds of thousands to millions of dollars. How confident are you in your evaluation process? Are you handling it or is an employee or your accountant? How much experience does that person have in reviewing financial statements, management system reports, bank statements, carrier statements, etc.? Do they understand accounting for direct bill versus agency bill business?
Few advisors in the country evaluate as many agencies each year as our firm. Our team of professionals are also trained and certified M&A and valuation experts. Whether you want assistant in valuing an agency or in performing due diligence, put our expertise to work.